AMATA AMATA expects 4Q15 revenue to be healthy even though it cannot reach the target of selling 1000 rai of land this year. It has sold only 493 rai of land in 9 months. (Thun Hoon, 27/11/15) Comment: It’s the usual cycle for industrial estates in Thailand. AOT AOT expects 4Q15 profit of at least […]
Read More →AOT AOT reports 12.66% growth in FY2015 passengers at Suvarnabhumi airport to 52.38mn. (Khao Hoon, 15/10/15) APCO APCO expects 2016 net profit margin of 30-35% from 2015’s 25% backed by increasing distribution channels. It has introduced new products, APCOcapsule and APCOessence. It has postponed its capital increase. (Khao Hoon, 15/10/15) CSS CSS expects to benefit from […]
Read More →AGE AGE plans to implement cost control and focus on local industries especially those that have high demand for power. It expects local sales to grow 20% from 2014’s Bt3.58bn. Management expects 3Q15 earnings to recover thanks to cost control. It expects to show net profit in year. (Thun Hoon, 01/10/15) AIRA AIRA expects to […]
Read More →AOT AOT says there is no impact from the Chinese yuan depreciation. Growth in Chinese tourist was 10-14% for eight months. (Post Today, 13/08/15) Comment: For once, I concur with this government enterprise. ARROW ARROW reported 2Q15 earnings of Bt56mn (+92%YoY). It plans to pay an interim dividend of Bt0.15/share, XD on Aug 21. It […]
Read More →AUCT AUCT expects 2Q15 earnings of Bt42mn, 12-13% revenue growth and 2.59% dividend yield. (Khao Hoon, 16/07/15) Comment: Despite it’s great growth, it looks like the retail investors are beginning to realise that the share price has been quite overvalued BJCHI Foreign investors are interested in BJCHI shares after it held a roadshow in Hong […]
Read More →A slightly sensationalist headline I admit but according to a Reuters report The quantity of water collected in the three dams totaled 5 billion cubic meters last November, compared to the normal 8 billion cubic meters, said Thanasak Watanathana, governor of the Metropolitan Waterworks Authority. As of Monday, there was about 660 million cubic meters […]
Read More →ADVANC ADVANC says 2Q15 profit is expected to grow to Bt9.1bn (+7%), with 1H15 growth of 6% to Bt19bn. It expects to pay interim dividend of Bt6.54/share, higher than last year’s Bt6.04/ share. (Khao Hoon, 25/06/15) Comment: Analysts have now begun downgrading ADVANC’s potential profit growth for this year and next, but its still a […]
Read More →CRANE CRANE expects revenue growth of no less than 20% in 2015 supported by the good outlook for the crane market brought by the planned mega projects, raising demand for cranes. It plans to invest Bt100mn to buy a new crane with a total capacity of 600 tons. It will receive two 250-ton cranes sometime […]
Read More →AP AP reports presales of Bt21bn as purchasing power has recovered to support demand for property in downtown and near train mass transit. The company is preparing to launch Banklangmueng in Sukhumvit 77 and Rhythm “The Slow Collection” totaling Bt6.35bn. (Thun Hoon, 06/11/14) BEAUTY BEAUTY says 4Q14 will be good on seasonality. It expects revenue […]
Read More →Quietly released yesterday on Thailand’s SEC website was that they have approved the framework for the infrastructure trust regulations. The key details of it are: It can invest in onshore/offshore infrastructure projects either directly/indirectly or via rights in revenue sharing Minimum size THB 10 bn, minimum investments of each new project post set up must […]
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